Financial Planning

Why You Need a Budget

Why You Need a Budget

I remember the first time I was introduced to budgeting. It was similar to the first time I met my husband: significant in hindsight but hardly memorable.

I was having a conversation with my best friend’s husband. He was…

What’s the Difference Between a CFP, CPA and CFA?

What’s the Difference Between a CFP, CPA and CFA?

If you’re not a CPA, CFA, CFP or another of the myriad acronyms used to identify financial professionals, those extra letters after someone’s name can get confusing, quick. But when you’re looking for help with financial matters…

5 Things You Should Know About Inheriting Money

5 Things You Should Know About Inheriting Money

Inheriting money after someone has passed away can be a sensitive subject for any family. While it may seem like a windfall, it’s not always simply a matter of depositing a check. Here are five tips to remember when…

How to Get Rich in 10 (Not-So-Easy) Steps

How to Get Rich in 10 (Not-So-Easy) Steps

 

As a financial advisor, I have occasionally found myself feeling envious of certain clients. Not because of their wealth — but because they were disciplined and determined enough to do all the right things that enabled them to accumulate their…

How to Stop Living Paycheck to Paycheck

How to Stop Living Paycheck to Paycheck

We don’t have to tell you this if you’ve ever been (or are) in this situation, but living from one paycheck to the next makes peace of mind an elusive goal. Some 78 percent of American full-time…

Your DIY Financial Planning Guide

Your DIY Financial Planning Guide

Ever thought about what life would be like without maps? We probably wouldn’t venture very far because the fear of the unknown would likely hold us back. Planning for a successful financial future can also be scary and overwhelming…

10 Best Finance Books for Women

10 Best Finance Books for Women

Who doesn’t want to improve their relationship with money and — better yet — brighten their financial future? But the topic of finance can often feel overwhelming and intimidating.

Even when you know what you should do, you might lack the…

What We Can Learn From Secret Millionaires

What We Can Learn From Secret Millionaires

Sylvia Bloom left $6.24 million in her will to the Henry Street Settlement on the Lower East Side of Manhattan.

What made this donation extraordinary wasn’t only that it was the single largest donation from an individual in…

7 Steps to Take When You Lose Your Wallet

7 Steps to Take When You Lose Your Wallet

I knew I should have carried my wallet in a purse that night. Instead, I fashionably tucked it under my arm and headed to the local wine bar with my husband. Two pinot noirs later I reached over to pay…

4 Warning Signs of Spousal Financial Abuse

4 Warning Signs of Spousal Financial Abuse

[Editor’s Note: The following piece contains descriptions of graphic violence.]

One summer afternoon, then 15-year-old Nancy Salamone was hanging out on the boardwalk at Orchard Beach in her hometown of the Bronx, when she caught sight of…